See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,266 | $90,503-41.1% | $78,689-32.3% | $273,961-80.6% |
| Participation rate | 90.0% | 76.5%+13.5pp | 73.6%+16.4pp | 83.0%+7.0pp |
| Annual return | 7.41% | 75.60%-68.2pp | 62.18%-54.8pp | 41.45%-34.0pp |
| Employer contribution / active EE | $1,727 | $3,176-45.6% | $2,851-39.4% | $4,869-64.5% |
| Participant deferral / active EE | $3,128 | $3,901-19.8% | $3,517-11.1% | $5,287-40.8% |
| Admin fee / account holder | $89 | $5,263-98.3% | $4,510-98.0% | $10,132-99.1% |